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State Street SPDR S&P Regional Banking ETF

441 hedge funds and large institutions have $5.37B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.36% more ownership

Funds ownership: 99.36%111.72% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 137

5% more capital invested

Capital invested by funds: $5.12B → $5.37B (+$245M)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

2% less funds holding

Funds holding: 448441 (-7)

44% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.6B

Holders
441
Holders Change
-7
Holders Change %
-1.56%
% of All Funds
7.72%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
66
Increased
144
Reduced
137
Closed
67
Calls
$1.46B
Puts
$2.6B
Net Calls
-$1.13B
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
301
Clear Perspective Advisors
Illinois
$264K +$251K +3,900 New
CCT
302
Country Club Trust
Missouri
$261K +$37.6K +585 +18%
STA
303
Summit Trail Advisors
New York
$259K +$246K +3,826 New
RFN
304
RDA Financial Network
Iowa
$254K -$8.36K -130 -3%
SB
305
Strategic Blueprint
Georgia
$252K +$98.1K +1,525 +69%
VAS
306
Vestmark Advisory Solutions
Massachusetts
$247K +$234K +3,644 New
PCM
307
Pinz Capital Management
New York
$244K +$231K +3,600 New
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$89.8K -1,397 -28%
Bank of New York Mellon
309
Bank of New York Mellon
New York
$243K -$24.4K -380 -10%
BRWM
310
B. Riley Wealth Management
Tennessee
$238K +$226K +3,516 New
NAS
311
Nicolet Advisory Services
Wisconsin
$237K -$5.59K -87 -2%
GT
312
Glenmede Trust
Pennsylvania
$236K +$161K +2,500 +250%
LSA
313
Lion Street Advisors
Texas
$234K +$222K +3,459 New
BHWM
314
Bar Harbor Wealth Management
New Hampshire
$224K -$12.2K -189 -5%
RMAM
315
Raab & Moskowitz Asset Management
New Jersey
$224K
VCM
316
Vivaldi Capital Management
Illinois
$223K
FMWA
317
Forvis Mazars Wealth Advisors
Missouri
$220K
DJYG
318
David J. Yvars Group
Florida
$218K +$514 +8 +0.3%
GRP
319
Global Retirement Partners
California
$213K -$30.3K -471 -13%
JWS
320
Juncture Wealth Strategies
Arizona
$211K -$193 -3 -0.1%
APA
321
American Portfolios Advisors
New York
$211K +$3.92K +61 +2%
BRWA
322
B. Riley Wealth Advisors
Florida
$208K -$5.61M -87,190 -97%
KA
323
Kovack Advisors
Florida
$205K +$194K +3,020 New
ARC
324
Advisor Resource Council
Texas
$204K +$193K +3,000 New
CL
325
COWA LLC
Oklahoma
$204K +$194K +3,013 New

KRE Hedge Fund Activity: Q3 2021 in Review

441 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2021, worth a combined $5.37B — up 4.8% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of KRE and 66 opened new positions — a net loss of 1 holder — while 137 trimmed existing stakes and 144 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $209M. The largest seller was Neuberger Berman Group, cutting an estimated $159M.

  • 441 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2021, down from 448 in Q2 2021.
  • Funds reported $5.37B of State Street SPDR S&P Regional Banking ETF stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 66 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2021 and 67 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $209M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2021 was Neuberger Berman Group, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2021.